Phil Sunderland, Maintenance Advisor - Exxon Mobil

I had a very good experience with the trainer.

Follow us on Facebook

Home Events Search Budgeting and Rolling Forecasts @ Bangkok

EMail Print Export to ics (for outlook, google calendar, etc...)

Budgeting and Rolling Forecasts @ Bangkok


Budgeting and Rolling Forecasts @ Bangkok
Budgeting and Rolling Forecasts @ Bangkok
08 August 2019 - 09 August 2019
5 Star Hotel - To Be Announced (Bangkok) -
In House Training , Finance , Corporate Training


World Renowned Finance Expert!

Budgeting Expert Alan Fell

Alan Fell is a leading, internationally recognized and respected specialist, with over 40 years of financial and business experience, in financial performance management – both in policy formulation and in practical application roles.

Alan has wide practical experience of budgeting and forecasting techniques and has particular interest in the linkage of budgeting to other planning and performance measurement disciplines and in the wider application of modern budgetary techniques relevant to the fast-changing 21st century business world.

For the last 20 years, Alan has been operating as an independent management consultant and trainer, covering a wide breadth of closely related topics – from strategic planning and execution through to detailed budgeting and balanced scorecard.

He has led well over 350 conferences, public training seminars and customized in-house training in a wide-range of international locations, especially in the Middle East/Gulf region and SE Asia, but he also covers North America and Australia / NZ and his home country of the UK. Alan has been as very regular business visitor across the SE Asia Region since 1995.

Prior to that, he was a senior executive with a major UK commercial bank and in his most recent line management role he was Head of Planning and Finance for a major division of the Bank with 3,000 staff.


“Alan was clear, concise and an excellent trainer. I understood his presentation very well and I found a lot of it to be interesting and also a good introductory course. Hence why I found the trainer’s knowledge and ability to present to be the main strength of the event.”
Yenny Muslim 
– Head, Accounting & Finance, Telekom Brunei Berhad

“The training was handled on a more personalized approach. Alan was very competent on this topic and very engaging with the audience. I found the small number of attendees to be a strength as the training was more efficient and helpful to all. This is the first time we are dealing with Kexxel nad we are very happy with the way they have handled this event.”
Alvin Doctor 
– Director Corporate Finance, The Discovery Leisure Co

“To me, I believe the trainer was the selling point of the event.”
Pakineenard Tiyachate – Director & Senior Executive Vice President, Finance, Muang Thai Life Assurance

“I found Alan to be very rich with experience and knowledge.”
Agung Kurniawan – Division Head, Corporate Finance, PT Astra International

“We have learnt from the best. Do keep up the good work. The main strengths were the experiences and issues faced by otheindustries that were discussed in the event. Kexxel Group’s staffs were efficient and effective.”
Jeremy Yong – Senior Assistant Manager, The Bank of Nova Scotia

“One thing that I have learnt from this training is a new concept of budgeting. I have learnt how to apply this new approach to our company. I think I will be able to apply this new concept to my company. I think it’s a good concept that we want to learn and it will benefit our company Allan has a lot of experience that I admire. Kexxel Group organised a small group for this training which was good for group discussions.”
Rathavich Ratanasimanon – Regional Finance Manager, Linfox Transport (Thailand)

“Alan is a guru in this topic! He has vast experience and I found this to be a real training, instead of just a textbook reading class. I believe that the main strength of this event was that I finally gained understanding on what I have been doing well and how to make it even better.”
Riche Ewe Regional Finance Manager, PPG Industries

“Alan is a very knowledgeable trainer who shared real time stories for us to learn. It is good to learn about beyond budgeting! The main strength of the event was the experience and real life stories shared by Alan. And also I believe that the section on rolling forecast will be very useful for my organization.”
Mona Ali Associate Director, Finance, QFC Regulatory Authority

“Alan offered a very clear understanding of the topics. He gave multiple examples related to the actual industry. For me, the main strength of the event was the update on rolling and forecasting and how traditional budgeting is now discredited.”
Cheryl Ruiz Finance Manager, The Discovery Leisure Co

Past Clients

  • Maybank Investment Bank
  • Malayan Banking Berhad
  • CIMB Investment Bank
  • Bank Negara Malaysia
  • Pos Malaysia Berhad
  • Tenaga Nasional Berhad
  • The Bank of Nova Scotia
  • Guiness Anchor Berhad
  • Mars
  • Publicis Re:sources
  • PTTEP, Thailand
  • TAIB Bank, Brunei
  • CIMB Niaga
  • Oman Oil Refineries
  • UAE Oil & Gas Company
  • UK Logistics Organizations
  • Bintulu Port Holdings, Malaysia
  • Kuwaiti Trading Group
  • European Electronics/Technology Joint Venture Company
  • Saudi Arabian Industrial Manufacturing Conglomerate
  • Petronas Malaysia
  • PT Bank OCBC NISP TBK, Indonesia

Picture Gallery

Budgeting & Rolling Forecasts

Why You Should Attend:

  • Understand the limitations of “traditional” budgeting and why change is necessary for so many modern-focused organisations, across all industry sector
  • Gain an understanding of how modern budgetary techniques can provide real support to business managers
  • Learn about the “Beyond Budgeting” concept from a member of the Beyond Budgeting Round Table.
  • A special focus on the growing trend to “Rolling” budgets / forecasts.
  • Learn how to use the different but aligned disciplines of Forecasting and Budgeting to compliment each other

Program Agenda

Day 1

SESSION 1 – The business context and historic / traditional budgeting

  • Course introductions
  • How Budgeting fits with the wider subject of strategic and operational planning
  • History and principles of budgeting
  • Traditional / historic budgeting: often much maligned, but why it is so widely used and what benefits it can deliver.
  • The common problems associated with traditional budgeting and how they can be avoided or at least minimised.
  • Creating a “value-add” budget process: where business managers see budgeting as providing genuine help and benefit/value to the challenges of business management.
  • The trainer will draw upon relevant case studies dependent on the mix of delegates and their industry sector backgrounds.
SESSION 2 – Newer approaches to Budgeting and Forecasting.

The newer budgetary techniques and how do they compare with traditional / historic budgeting: what are the advantages and disadvantages of each..?
  • Value based budgeting
  • Performance Budgeting and KPI Budgeting
  • Zero based budgeting
  • Activity Based Budgeting
  • Creating a good-practice Performance Management culture, where budgeting is undertaken within modern management practices of accountability, change management, communication, leadership and a performance / incentive culture.

SESSION 3 – Project and Capital Budgeting / “Capex” evaluation

Businesses are a mixture of both process / operations and projects. In this session we explore the challenges of project budgeting and the associated capital expenditure “capex” evaluation disciplines
  • The basic accounting differences between “opex” and “capex” and the consequences in the key financial statements, including depreciation treatment
  • The main challenges of project budgeting – combining capex and opex, plus contingency issues
  • Evaluating capital expenditure – introduction to the discounted cash flow techniques and their practical application
  • Incorporating sensitivity analysis to support the decision-making process
  • The necessary post-audit / post project evaluation discipline – often poorly applied

Day 2

SESSION 4 – “Beyond Budgeting”

How the Beyond Budgeting concept has grown internationally through to the present day – the Beyond Budgeting Round Table
  • The basic concept and sought-after benefits – how much is changing the planning / budgeting process and how much is about management philosophy and culture?
  • The key principles of Process and Leadership within Beyond Budgeting.
  • Abandoning the negotiated annual performance trap – incentivising people to achieve market / benchmark success, not to beat an internal negotiated budget
  • How Beyond Budgeting aligns with Rolling Forecasts
  • The practical first steps in moving towards BB: delegate action plans.

SESSION 5 – Rolling Budgets and Forecasts (Part 1)

  • The Rolling concept and its inherent benefits and downsides: if traditional Budgeting is replaced by a Rolling approach, what can we NOT do in future
  • Rolling budgets or Rolling forecasts: which works better :understanding the management accountability implications
  • Different aspects and types of Rolling – we explore the range and scope of possibilities. Should Rolling apply to strategic and capital budgets – if so, conceptually how can this be done.
  • The behavioural disciplines: Rolling only works when management act professionally and do NOT play the typical budgetary “games”.How can this be effectively implemented.

SESSION 6 – Rolling Budgets and Forecasts (Part 2)

  • The 9 key “decision parameters” of practical implementation for Rolling.
  • Delegates will undertake an exercise (for take back to the office) in setting out the key aspects of how they hope to apply the 9 parameters within their own organisations
  • Delegates will have the opportunity, if they wish, to briefly present their conclusions to the course as a whole for feedback from thecourse leader.
  • Course closure

Who Should Attend?

  • The course is designed for – those at management and supervisory level in both business and finance disciplines who recognise the need to understand better the practical modern budgeting & forecasting.
  • The course is NOT designed for – those at more junior level who require a basic introduction to the step-by-step elementary budget and related book-keeping and basic accounting processes.

     *******For more details, kindly download the brochure*******


Email us at   This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Save up to 50% from in-house courses!

You may wish to consider having an in-house course delivered locally on-site if you have a number of participants with similar training needs. This course can be customised to fit specific requirements. For more information about IHT kindly send your enquiries to   This e-mail address is being protected from spambots. You need JavaScript enabled to view it


5 Star Hotel - To Be Announced (Bangkok)
Country: th